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Income Tax Planning

Our offices are devoted to providing a year round service in which all your tax related financial matters are our concern.

The following is a rough guideline of a tax consultation:

  1.  Gather Information
  2.  Review income tax return
  3.  Evaluate Tax related items (Retirement plans, business property, rental property, personal residence)
  4.  Understand your concerns/needs
  5.  Help to anticipate future problems
  6.  Develop a plan or strategy
  7.  Implement a customized plan

    *LPL Financial does not offer tax or legal advice.